Client Service Officer
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Job Location:
Bethesda, MD - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals families and institutions. Located just outside of Washington D.C. the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning we show our commitment to inventive thinking and client service.
Our global macroeconomic outlook means we do much more than observe and follow trends. Instead we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus.
Position Summary:
The Client Service Officer is responsible for delivering high quality administrative and operational support for custody relationships with Outside Investment Advisors and their high-net-worth clients. This role serves as the primary service contact and ensures the accurate execution of account administration asset custody and transaction processing.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the companys EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Core Company Competencies:
- Excellence: Demonstrates a commitment to continuous improvement innovation and achieving the highest possible standards for performance.
- Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
- Ethics/Integrity: Demonstrates a commitment to integrity peer respect and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
- Teamwork: Demonstrates a commitment to collaboration mutual respect and shared responsibility in achieving common goals.
Essential Job Functions of the Client Service Officer:
- Serves as the primary administrative contact for outside investment advisors and their clients providing responsive professional and proactive services.
- Develop strong working relationships with advisors and anticipate service needs to support long-term client satisfaction and retention.
- Handle service requests in a timely manner with professionalism discretion and accuracy.
- Authenticate review and approve transaction requests including cash movements securities transfers and other account activity in accordance with firm policies and procedures.
- Provide an exceptional onboarding experience for new custody relationships by guiding advisors and clients through account opening requirements.
- Utilize internal systems to monitor review and address account alerts in a timely manner as well as electronically maintain all client documentation.
- Ensure all activities are conducted in full compliance with regulatory legal and fiduciary requirements.
- Partner closely with the internal custody team members to ensure seamless consistent and coordinated client service delivery.
- Lead or contribute to projects focused on enhancing client service quality operational efficiency and overall process improvement.
- Collaborate with attorneys accountants and other professional advisors when necessary to support clients needs.
Working Conditions/Physical Requirements:
- This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
Required Skills and Abilities of the Client Service Officer:
- Excellent verbal and written communication abilities
- High level of professionalism discretion and integrity with meticulous attention to detail and accuracy
- Strong organizational time management and analytical skills
- Client-centric mindset with a proactive problem-solving approach
- Knowledge of investment account types products and services
- Demonstrated ability to work independently and collaboratively within a team environment
Required Education / Experience of the Client Service Officer:
- Minimum of five (5) years of experience in a client services role within a wealth management private banking or personal trust firm.
- Bachelors Degree or equivalent work experience
- Prior experience in wealth management financial services or client service roles strongly preferred
- Proficiency in Microsoft Office applications
Core Job Competencies of the Client Service Officer
- Customer service focus responds to customer service requests in a timely professional and enthusiastic manner; gives high priority to customer satisfaction.
- Reliability Consistently good in quality and performance; ability to be trusted and depended on in ones job.
- Integrity Upholding generally accepted social and ethical standards in job-related activities and behaviors.
$80000 - $95000 a year
The actual base pay offered is determined by several variables including as appropriate the applicants qualifications for the position years of relevant experience distinctive skills level of education attained certifications or other professional licenses held. Base pay is one component of Chevy Chase Trusts total compensation package which also includes access to or eligibility for healthcare benefits a 401(k) plan short-term and long-term disability coverage basic life insurance bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process please contactemailprotectedor .
Equal Opportunity Employer/Veterans/Disabled
Required Experience:
Unclear Seniority
Key Skills
- Children Activity
- Catering
- Cost Estimation
- FX
- Insulation
- Airport
About Company
"Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to c ... View more
